TD: Campaign Performance](https://app.periscopedata.com/app/gitlab:safe-intermediate-dashboard/1111393/UAT:-TD---Campaign-Performance) is the source of truth dashboard for marketing campaign performance. It is a single pane of glass view for tracking campaign performance from an Inquiry to a closed won SAO.
This dashboard is based on Marketo Measure (Bizible) Touchpoints, where each Touchpoint represents a form submitted to a GitLab Marketing website from an inquiry. TD: Campaign Performance (TDP) is based on MS&A’s Lead to Revenue model that combines Touchpoints, persons and Opportunities, allowing TDP to create a single pane of glass view from Inquiry to closed won SAO.
[TD: Campaign Performance](https://10az.online.tableau.com/#/site/gitlab/views/DraftTDCampaigns-L2RInteractions/Overview?:iid=4) is the source of truth dashboard for marketing campaign performance and is the single pane of glass view for tracking campaign performance from an Inquiry to a closed won SAO.
This dashboard is based on [Marketo Measure (Bizible)](https://handbook.gitlab.com/handbook/marketing/marketing-operations/bizible/) Touchpoints, where each Touchpoint represents a form submitted to a GitLab Marketing website from an inquiry. TD: Campaign Performance (TDP) is based on MS&A’s Lead to Revenue model that combines Touchpoints, persons and Opportunities, allowing TDP to create a single pane of glass view from Inquiry to closed won SAO.
## Cohorting
Unlike many of our other dashboards, all the metrics on TDP are chorted to the Touchpoint Created Date. Cohorting to Touchpoint date lets us show a single date filter and makes all the metrics relative to when the touchpoint happened.
## Dashboard Sections
## Dashboard Tabs
### Overview
### Campaign Drill Down
### Regional Campaign Drill Down
### Bizible Channel Drill Down
### By Single Field
The Overview section shows an overview of leads and contacts for a selected time period. This section deduplicates leads and contacts, counting each person only one time regardless of the number of campaigns they belong to.
Key metrics are presented together with the live status of associated inquiries and MQLs of selected campaigns.
### Performance by Campaign
In the Performance by Campaign section, each unique person is counted as one per campaign, meaning that if the same person was in more than 1 campaign they would be counted in each.
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In the table at the bottom - Person Status Change [Post Campaign by Record ID], update details are provided on an individual record basis, such as who owns the lead, who performed the last action on the lead, as well as the time since the last sales engagement.
## Metrics
-**Touchpoints** - Number of unique persons that have engaged with specified campaigns
-**Inquiries** - Number of inquiries
-**MQLs** - Number of touchpoints within those campaigns that have reached marketing qualified lead status.
-**SAOs [OC]** - Number of attributed Sales Accepted Opportunities where campaign touch was the last one before opportunity creation.
-**SAOs [Custom]** - Number of attributed Sales Accepted Opportunities using our custom multi touch attribution model
-**Pipeline Net ARR [Custom]** - Pipeline attributed to a particular campaign using our custom multi touch attribution model
-**Closed Won Net ARR [Custom]** - Closed Won Net ARR attributed to a particular campaign using our custom multi touch attribution model
-**Influenced SAOs** - Number of SAOs on which marketing had at least a single touchpoint on.
-**Influenced Closed Won** - Number of Closed Won opportunities on which marketing had at least a single touchpoint on.
## Filter Definitions
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@@ -64,35 +69,11 @@ In the table at the bottom - Person Status Change [Post Campaign by Record ID],
-**Campaign_Type** - Salesforce field on the Campaign
-**Order_Type** - Filters for Person/Opportunity of particular order type
-**Account_Territory** - Account Territory of the Opportunity / Person where available. Currently this field is not populated for many leads, but it’s reliable on the opportunity object for SAOs / Pipeline / Closed Won metrics.
-**Sales_Accepted_Date** - Date range during which opportunity became SAO (filters only opportunity level information
-**Sales_Accepted_Date** - Date range during which opportunity became SAO (filters only opportunity level information)
-**Touchpoint_Date_Range** - Date range during which marketing touchpoint occurred
## Metrics
-**Touchpoints** - Number of unique persons that have engaged with specified campaigns
-**Inquiries** - Number of inquiries
-**MQLs** - Number of touchpoints within those campaigns that have reached marketing qualified lead status.
-**SAOs [OC]** - Number of attributed Sales Accepted Opportunities where campaign touch was the last one before opportunity creation.
-**SAOs [Custom]** - Number of attributed Sales Accepted Opportunities using our custom multi touch attribution model
-**Pipeline Net ARR [Custom]** - Pipeline attributed to a particular campaign using our custom multi touch attribution model
-**Closed Won Net ARR [Custom]** - Closed Won Net ARR attributed to a particular campaign using our custom multi touch attribution model
-**Influenced SAOs** - Number of SAOs on which marketing had at least a single touchpoint on.
-**Influenced Closed Won** - Number of Closed Won opportunities on which marketing had at least a single touchpoint on.
## Default Setup and Filters
The Dashboard is set up by default to show the last 90 days of campaign engagement by touchpoint creation.
For different teams within GitLab in order to assess their campaign performance it is recommended to filter for a budget holder of their team within the filters.
## Migration to Tableau
MS&A is building the same dashboard in Tableau. It will use the same base logic as the Sisense dashboard and while offering more drill down views. You can follow the development [through this epic](https://gitlab.com/groups/gitlab-com/marketing/-/epics/3848).
